AssetMark Inc’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

AssetMark Inc’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.18K	Buy	+204	New	+$5.18K	﹤0.01%	2671

Other funds holding IBTP

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

AWP

Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PFW

Petros Family Wealth Bloomington, Minnesota $164M AUM 36.78% 1-Year Est. Return

AssetMark Inc's IBTP Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026: 204 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #2671 among its holdings.

27 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

AssetMark Inc held 204 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $5.18K as of Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF was a new AssetMark Inc position in Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2671 holding.
27 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.